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icono de IBTL

iShares iBonds Dec 2031 Term Treasury ETF
IBTL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
USD 5.12 M -USD 808 k -39,914 -14%
Asset Dedication LLC
27
Asset Dedication LLC
California
USD 4.89 M +USD 637 k +31,504 +15%
YWM
28
Yoder Wealth Management
California
USD 4.57 M +USD 51.4 k +2,540 +1%
UBS Group
29
UBS Group
Switzerland
USD 4.53 M +USD 275 k +13,578 +6%
Parallel Advisors
30
Parallel Advisors
California
USD 4.34 M +USD 292 k +14,452 +7%
TFS
31
Thoroughbred Financial Services
Tennessee
USD 4.23 M -USD 12.2 k -602 -0.3%
AWP
32
Accretive Wealth Partners
New Jersey
USD 4.14 M +USD 799 k +39,473 +24%
WWM
33
Whalen Wealth Management
Nevada
USD 4.08 M +USD 26.4 k +1,304 +0.7%
Central Trust Company
34
Central Trust Company
Missouri
USD 3.78 M +USD 274 k +13,560 +8%
Goldman Sachs
35
Goldman Sachs
New York
USD 3.42 M +USD 1.2 M +59,200 +54%
OneDigital Investment Advisors
36
OneDigital Investment Advisors
Kansas
USD 3.4 M -USD 267 k -13,172 -7%
Stifel Financial
37
Stifel Financial
Missouri
USD 3.2 M -USD 64.2 k -3,172 -2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
USD 3.17 M +USD 148 k +7,308 +5%
BFO
39
Boston Family Office
Massachusetts
USD 2.81 M +USD 325 k +16,051 +13%
D.A. Davidson & Co
40
D.A. Davidson & Co
Montana
USD 2.7 M +USD 549 k +27,126 +25%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
USD 2.57 M +USD 120 k +5,952 +5%
Integrated Wealth Concepts
42
Integrated Wealth Concepts
Massachusetts
USD 2.27 M +USD 1.09 M +54,017 +92%
LPL Financial
43
LPL Financial
California
USD 1.87 M -USD 78.4 k -3,875 -4%
Howland Capital Management
44
Howland Capital Management
Massachusetts
USD 1.75 M +USD 6.07 k +300 +0.3%
Valmark Advisers
45
Valmark Advisers
Ohio
USD 1.69 M +USD 530 k +26,202 +46%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
USD 1.67 M +USD 63.5 k +3,139 +4%
Smartleaf Asset Management
47
Smartleaf Asset Management
Massachusetts
USD 1.46 M – – –
E3F
48
Eight 31 Financial
Texas
USD 1.38 M +USD 68.3 k +3,377 +5%
L2 Asset Management
49
L2 Asset Management
Massachusetts
USD 1.34 M +USD 29.7 k +1,470 +2%
Allworth Financial
50
Allworth Financial
California
USD 1.24 M +USD 1.23 M +60,647 +5,963%
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